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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

146 hedge funds and large institutions have $360M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
59
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
SkyView Investment Advisors
New Jersey
$21M
2
LPL Financial
LPL Financial
California
$31.2M
3
KTM
Keeler Thomas Management
Utah
$6.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97M
5
MML Investors Services
MML Investors Services
Massachusetts
$1.93M

Top Sellers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$439K
2
CFS
Commonwealth Financial Services
West Virginia
$3.54M
3
PPWM
PFG Private Wealth Management
Florida
$72.3K
4
Wells Fargo
Wells Fargo
California
$11.7M
5
AF
Arrow Financial
New York
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIS
101
POM Investment Strategies
North Carolina
$290K -$31.9K -1,372 -10%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$280K +$5.18K +223 +2%
CAG
103
Csenge Advisory Group
Florida
$278K +$19K +821 +7%
HBT
104
Heartland Bank & Trust
Illinois
$278K +$45.1K +1,941 +19%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$271K – – –
HFA
106
High Falls Advisors
New York
$258K +$258K +11,102 New
MAM
107
Mainsail Asset Management
Alabama
$257K -$14.4K -618 -5%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$250K +$2.74K +118 +1%
MAG
109
M3 Advisory Group
Massachusetts
$244K -$774K -33,298 -76%
SB
110
Strategic Blueprint
Georgia
$243K +$243K +10,450 New
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$240K – – –
AWM
112
Aprio Wealth Management
Georgia
$228K -$66.7K -2,871 -23%
KW
113
Keyvantage Wealth
Pennsylvania
$227K +$2.09K +90 +0.9%
RPSA
114
Richard P. Slaughter Associates
Texas
$219K -$511K -21,991 -70%
ATC
115
Argent Trust Co
Tennessee
$217K – – –
TC
116
TFR Capital
Texas
$215K – – –
Ameriprise
117
Ameriprise
Minnesota
$205K -$41.4K -1,780 -17%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$205K -$11.6K -500 -5%
IWM
119
IHT Wealth Management
Illinois
$203K +$813 +35 +0.4%
AG
120
AmeriFlex Group
Nevada
$196K +$196K +8,429 New
PS
121
Principal Securities
Iowa
$153K – – –
LI
122
LRI Investments
Florida
$128K +$128K +5,517 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$93K +$93K +4,000 New
VNA
124
Valley National Advisers
Pennsylvania
$75K +$812 +35 +1%
PPWM
125
PFG Private Wealth Management
Florida
$72.3K -$6.59M -283,370 -99%
3 4
5
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